Executive Assistant / Operations Manager

Cooperidge Consulting Firm is seeking an Executive Assistant / Operations Manager for our fast-growing Capital Advisory Program. This role supports day-to-day operations across client management, recruiting workflows, communications, and scheduling. The position is central to maintaining operational efficiency, responsiveness, and a high-quality client experience in a fast-paced, remote environment.

Job Responsibilities Manage and coordinate calendars across multiple priorities

Schedule, confirm, and adjust meetings in real time

Ensure all calls and meetings are properly prepared and executed

Manage Gmail and/or Outlook inbox, including drafting and organizing communications

Maintain CRM (HubSpot) with accuracy and track all leads and clients through pipeline stages

Coordinate client onboarding, documentation, confirmations, and follow-ups

Manage candidate pipeline within ATS (Workable), including organizing and tracking applicants

Support social media scheduling, posting, and engagement across LinkedIn and Instagram

Assist with personal scheduling, appointments, and administrative logistics

Coordinate with internal and external partners to support daily operations

Utilize tools such as Jotform for intake, documentation, and workflow tracking

Provide daily updates on priorities, pipeline status, and key operational items

Proactively identify and resolve operational issues

Education High school diploma or equivalent required

Bachelor's degree preferred

Experience Experience with calendar management, scheduling, and executive support

Experience with CRM systems (HubSpot preferred)

Familiarity with applicant tracking systems (Workable preferred)

Experience in client coordination, recruiting support, or administrative operations

Experience managing inbox communications and prioritization

Skills Or Competencies Strong organizational and time management skills

Excellent written communication skills

Ability to manage multiple priorities effectively

High attention to detail and accuracy

Professional, reliable, and responsive

Proficiency in Gmail and/or Outlook

Benefits Work From Home

Training & Development

Performance Bonus

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